NES
SYLD icon

New England Securities’s Cambria Shareholder Yield ETF SYLD Stock Holding History

New England Securities’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$12K Hold
375
– – ﹤0.01% 1039
2014
Q3 		$11K Hold
375
– – ﹤0.01% 1074
2014
Q2 		$12K Buy
+375
New +$11.3K ﹤0.01% 1061

Other funds holding SYLD

GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New England Securities's SYLD Position: Q4 2014 in Review

New England Securities held its Cambria Shareholder Yield ETF (SYLD) position steady in Q4 2014 at 375 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

New England Securities first reported a position in SYLD in Q2 2014 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold SYLD as of Q4 2014.

  • New England Securities held 375 shares of Cambria Shareholder Yield ETF worth $12K as of Q4 2014.
  • New England Securities left its Cambria Shareholder Yield ETF share count unchanged in Q4 2014.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1039 holding.
  • New England Securities first reported a position in Cambria Shareholder Yield ETF in Q2 2014 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.